+12.8%
TEAM vs KHC
-3.0%
+15.8%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.2% | -0.4% | -1.8% |
| 7D | -0.4% | -3.3% | +2.9% | +0.6% |
| 30D | +67.3% | -3.4% | +70.7% | +68.6% |
| 3M | +86.8% | +12.6% | +74.2% | +88.5% |
| 6M | +146.8% | +7.0% | +139.8% | +150.8% |
| YTD | +16.9% | +6.1% | +10.8% | +19.9% |
| 1Y | +12.8% | -3.1% | +15.9% | +13.6% |
| All | +12.8% | -3.0% | +15.8% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded KHC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling